401(k) · DOL Form 5500 · 2023

Speelman, Inc. 401(k) Plan

Data updated 2026-08-25

$315K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$315,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Speelman 401(k) Trust · Sponsored by Speelman, Inc. · Virginia · Manufacturing

$315K in assets, 1 participants

Speelman, Inc.'s Speelman 401(k) Trust reported $315K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 14th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,038 in Manufacturing (18,722 peers)

Speelman, Inc. multi-year trail

Speelman, Inc.'s plans moved +13.6% in assets from 2022 to 2024; this filing shows Speelman 401(k) Trust at $315K / 1 participant.

#1,038
in Manufacturing (18,722 peers)
+1.9%
assets growth YoY

Speelman 401(k) Trust among the smaller filed plans by assets

Speelman 401(k) Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$315,000 14th percentile higher than 14% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Speelman 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Speelman 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Speelman 401(k) Trust reported net income rose from -$67K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Speelman 401(k) Trust end-of-year assets rose from $309K in the plan year 2022 filing to $315K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831338911 · Speelman, Inc. PY 2023 · 401(k)

Speelman 401(k) Trust · $315K · 1 · 14th

  • PCT $315K
  • EIN 1
  • RANK 14th
  • PHOTO 401(k)
  • IND near Aspen Transit, Inc. 401(k) Plan
  • EOY ind #1038

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Virginia →

Speelman 401(k) Trust in the asset neighbourhood

Speelman 401(k) Trust$315KAspen Transit, Inc. 401(k) PlanAspen Transit, Inc. 401(k) P…$315KSmooth Services Inc. 401(k) PlanSmooth Services Inc. 401(k) …$315KNasa Exchange 401(k) Plan$315KAjaa, Inc. 401(k) Profit Sharing PlanAjaa, Inc. 401(k) Profit Sha…$315K
End-of-year total assets ($M) among Speelman 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Speelman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Speelman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$351K 13.607443365695794% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M 202220232024 $0.31M $0.35M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 1 $309K
2023 1 1 $315K
2024 1 1 $351K

Speelman, Inc. filing trail (2023)

Total Assets (Beginning of Year)$309K
Net Assets (End of Year)$315K
Net Income$6K
Employer EIN831338911
Plan Effective Date2018-07-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Speelman 401(k) Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Speelman 401(k) Trust, Total assets ($B): 0.000315 · Participants: 1Speelman 401(k) TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Speelman 401(k) Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Speelman 401(k) Trust side-by-side with 3 peers →

Speelman 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Aspen Transit, Inc. 401(k) Plan in UT ($315K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($315K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Speelman 401(k) Trust assets move in 2023? ▼
Speelman 401(k) Trust edged up modestly - up 1.9% during 2023, from $309K to $315K. Reported net income was $6K.
How have Speelman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Speelman, Inc.'s sponsor-wide assets grew 13.6%, from $309K to $351K.
Where does Speelman 401(k) Trust rank by assets among Form 5500 filers? ▼
Speelman 401(k) Trust ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Speelman 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aspen Transit, Inc. 401(k) Plan in UT ($315K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Speelman 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831338911.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.